2023

1st

Added Fit out condition and fit out concept for transaction filters.

29th

Cleaned Up disposal Create Forms:

We have restyled the create disposal form.

27th

Updated EG feed to include Website link:

Now when publishing to EG your disposal within EG will have your website link displayed if available.

23rd

Added new Transaction source, Radius:

We have added a new option to your transaction source list, so you can now select Radius as your source.

26th

Customise "Ps. You can view you matches online" hyperlink on property shortlist emails:

On property shortlist emails we have changed the availability schedule link text from"Ps. You can view you matches online" to just "View your matches online".

We can also customise this if you would prefer this to say something different.

18th

Capital Incentive column added to transaction exports 📜: We have improved our transaction exports by adding in the capital incentives field.

12th

Added in a 9 month reminder option for lease break date and rent review date 🗓: We have added a new option for reminders to allow for more choice when setting up rent reviews and lease breaks.

10th

Kato Rebrand 🤩: System wide changes to reflect our new brand "Kato"

5th

Sector Drop down added to Team Intel within a requirement⬇: We have added a new sector drop down under the Team Intel tab, to allow users to override the sector on a Society requirement with a sector specified by the Team or Organisation they are a part of.

Fitout concept added to accommodation table options➕ : We have added the ability to define the fitout concept at the floor unit level, this will pull through onto your accommodation table shown on outputs, such as your PDF's and Microsites.

3rd

CRM Section (Customer Relations Management) 🤝: We have made an update to what was previously the contact and companies tabs.

We have now incorporated both tabs into a CRM section whereby you can view all client and company details as well as view any associated records!

26th

Amendments in the way file names are displayed 📂: On a disposals, when editing and creating, we have changed the way the file name appears when attaching and displaying files!

Display Disposal ID / Requirement ID on the summary page 🤓: Each Disposal and Requirement has a unique ID to identify it! This is now displayed in the summary page of both requirements and disposals. This can help if you have multiple properties with similar names - or when asking for help it can help identify the exact record you are having issues with!

Add A+ & Negative numbers for EPC rating 🟢: Added support for A+ and Negative Numbers for EPC ratings - to enable you to correctly classify the greenest disposals!

Can now update ‘On Hold’ requirements 🚀: Requirements in the status of ‘On Hold’ we’re previously deemed archived and were not able to be edited. We’ve now changed this - allowing you to update an 'On Hold' requirement as needed!

Added ability to limit publishing to Novaloca to certain team members 🤓: Added a feature to be able to specify specific users to have the ability to publish to Novaloca. If you would like this feature enabled on your account then please let us know!

Mentions enhancements 📣: Improved the look and feel of Mentions - @ a team mate or a team in a comment to notify them!

Date Stamps on comments 📅: This much requested feature adds a date stamp to comments throughout the system.

Disposal Listing page ⚡️: We’ve given a makeover to the Disposals listing page! With a streamlined user interface, improved filtering, and an enhanced Locations picker, this update should make the Disposals page more user friendly and make finding the Disposals you are looking for easier!

Updated IAS Requirements Email Circular 🏭: We’ve updated the IAS Email circulars to increase the size and quality of the location thumbnail.

Updated OnTheMarket Feeds 🔄 : We've enhanced our OnTheMarket feeds, now enabling you to include price per area, as OnTheMarket now accept this data.

Mailchimp Integration 🐒: Our new Mailchimp Integration will now automatically unsubscribe a contact in our system if they unsubscribe from an email sent in Mailchimp, and vice versa, helping to streamline your contact management process.

Publish to Zoopla Updates 💰: Starting August 15th, Zoopla no longer supports prices as POA / ROA. Our Publish to Zoopla workflow has been adjusted to reject such listings. A new saved view "Published to Zoopla as POA" is now available on your Disposals page for relevant listings.

Promo Message Returns 📣: The marketing promo message for Disposals is back! It will now appear on all your PDF templates.

Transaction Export Optimisation 🔧: Exporting large datasets (5000+ records) from the Transactions module is now more reliable.

Reinstating Disposal Listings 🔄: Disposals that are withdrawn from the society and then published again at a later date will now reinstate the original society listing.

Viewings Export Update 📊: The Disposals column is now included in the Viewings export.

Interest Schedule Export Enhancements📊: New columns (Tenant, Intel Status, Next Break, Lease Expiry, Target Occupancy, Current Tenancy) are available on the Interest Schedule export.

Publish VAT to Website 🌐: You can now select the VAT field on the Availability page within a Disposal to appear on your website.

Twitter Integration Launched 🐤: We've launched our new Twitter integration!

Campaign Email Update 💌: Campaign emails now supports links for Video Tours and 360 Virtual Tours.

Improved Filters UI 🔎: Searching on your long list of filters is now available on your Transactions module.

AgentsGO iOS v1.3 📱: The latest version of the AgentsGO app is available on iOS.

Team Collaboration 🗣️: Mention teammates when commenting or updating a Requirement's status.

User Tracking on Requirements 👥: You can now see who the last user was to update a match on a Requirement (visible in column name - Last Updated By).

New Retail Property Types 🌟: The following Retail options have been added as Property Types (Class E Retail/Leisure, Drive Thru, Shopping Park, Hot Food Takeaway / QSR, Nightclub/Late Night).

Additional Source of Enquiry 🌟: Broker Requirement and Society have been added as a new Source of enquiry for Requirements.

Enhanced Requirement Search 🔎: The search bar on the Requirements index page now allows you to switch context between searching within your filters or on All possible Requirements.

Calendar Subscription 📅: Subscribe to your AgentsInsight diary via email providers like Outlook and Gmail.

New Property Type 🌟: Added Studio/Workshop as a new Property Type.

Email Circulars Update 💌: The Town/Area of a Disposal now appears on Society Disposal email circulars.

New Requirement Status 🌟: Prospect added as a new status on Requirements.

Contact Export Enhancements 📊: The following columns (Company, Company Address) are now available on the Contacts export.

User Tracking on Interest Schedules 👥: Identify the last user to update a match on an Interest Schedule (visible in column name - Last Updated By).

Expanded Interest Schedule Columns 📊: The following columns (Tenant Name, Status, Next Break, Lease Expiry, Target Occupancy, Current Tenancy, Reason) are now available to include on your Interest Schedule.

Bulk Actions Enhancements ✅: You can now bulk add matches to your Requirement List(s) from an Interest Schedule.

Availability Schedule supports iFrame 🌆: Our Availability Schedule now supports iframe so you can embed it onto your website (contact our support team for more information on this feature).

Saved Views Sharing 👥: You can now share your saved views URL's with other members of your organisation.

Complete Retail Property Portal 🆕: We have added Completely Retail as a new Property Portal (contact our support team for more information on this feature).

Viewing Insights Update 📈: We have added a Fitout Report to your Viewing Insights.

Disposals and Transaction Export Enhancements 📊: The following columns (Fit-out Condition, Fit-out Concept, Fit-out Comment, Build Date, Build Status, WELL rating, BREEAM rating, Net Zero Carbon, NABERS Energy, NABERS Water, NABERS Indoor, NABERS Waste) are now available on the Disposals and Transaction export.

Rent and Sale Metrics added to Exports 📊: Rent and Sale metrics have been added to the exports on the following pages: Disposals, Requirements, Transactions Lettings and Transactions Sales.

Synced Status Updates 🚀: Updating the status of a match on your Interest Schedule now updates the status of the related Requirement if the match status is further along than the status of the Requirement.

Viewings by Company 🏫: You can now create a Viewing related to a Company.

Company Description Addition 📝: Add short descriptions about a Company using the new Company Description field.

Enhanced Enquiry Assignment 👤: Specify which team member within your organisation you would like incoming enquiries to be assigned to per Disposal (contact our support team for help with this setting).

Interest Schedule Presentation Update ⚙️: Automatically include new matches to your new Interest Schedule Presentation with our new setting.

New Amenities and Specs 🌟: Added Terrace as an option for Amenities and Specifications.

Follow-Up Reminders ⏰: Set reminders to follow up with disposing Agent(s) when matching your Requirements against Disposals.

Comment on Society Match Update 💬: Add comments when updating the status of a Society Match.

New Requirement Type 🌟: Ongoing Demand added as a Requirement Type.

User Assignment Update 👤: Reassign the assigned user of a Requirement directly from your list of actions on the Requirement Summary slide out panel.

Location Filter UI Enhancements 🌍: New Location Filter UI introduced on Transactions module.